October 15, 2019 | Announcements
Securities America welcomes Benjamin E. “Ben” Koley, registered principal at Koley Financial in Elkhorn, Nebraska, provides personalized, hands-on service to clients and demystifies topics on finance, investing, estate conservation and wealth preservation. Ben is affiliating with Securities America through Securities America Advisors and Arbor Point Advisors. Koley Financial has total client assets of more than $45 million. We look forward to helping Ben grow and perfect his business!Read More
October 10, 2019 | Announcements
Securities America welcomes Michael “Mike” Thompson, personal financial specialist and partner at GTF Financial Advisors. The San Mateo, California-based firm provides comprehensive wealth management and financial planning services to closely-held businesses, high net worth individuals, service businesses, retirees and pre-retirees. GTF Financial’s total client assets exceed more than $31 million. Join us in welcoming Mike and GTF Financial Advisors to Securities America!Read More
October 08, 2019 | Press Releases
Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTS PrA, LTSL, LTSF, LTSK, LTSH), today announced that it has successfully recruited Knight Investments Group, Inc., an independent wealth management practice in Russellville, Ark. with approximately $160 million in total client assets, to its platform.Read More
September 24, 2019 | Media Mentions
Rather than rushing into acquisitions, it pays for younger advisors to be aware of the M&A best practices that can be particularly helpful for under-40 professionals in this industry, many of whom are approaching such transactions for the first or possibly second time.
Here are a few important takeaways from Securities America's 2019 NxG Conference that younger advisors should keep in mind as they prepare themselves to be successful buyers...Read More
September 17, 2019 | Announcements
Securities America welcomes Nebraska-based advisors Dwain Owens, CLU®, ChFC®, and Tyson Owens, Owens Wealth Advisors, Columbus; Bruce Johnson, Valentine; Terry Norris, LUTCF®, Columbus; and Dan Zentner, Cedar Rapids.
The producer group’s five advisors collectively represent 100 years of financial services experience and $83 million in total client assets. We’re excited to partner with these advisors in growing, perfecting and protecting their businesses and providing their clients with the best possible service!Read More
September 10, 2019 | Announcements
Securities America is pleased to welcome the advisors of Dash Capital Advisors. The Victor, New York, firm is comprised of five financial advisors, including co-owners Nathan Elvers, CLU®, Matthew Piaseczny, ChFC®, RICP®, and Mark Temperato, CLU®, ChFC®, RICP®, and junior partners Adam Ambielli, ChFC®, and Steven Lesko.
The next-generation firm employs a collaborative, team-approach, bringing a wealth of expertise, education and life experience to financial planning for their clients. The advisors are affiliating with Securities America through Super OSJ Evolution Financial, also of Victor, New York. We’re excited to have them with us and look forward to helping them grow, perfect and protect their practice!Read More
September 10, 2019 | Media Mentions
In September 2018, the inaugural Securities America NxG Conference for next-gen advisors – billed as “not-your-parents’ conference” – brought together 30 advisors under age 40. Attendees split into practice management expert-coached teams and developed business plans to grow their practices by five times in three years.
Securities America is dedicated to increasing the number who join, remain and succeed in the financial services industry and its NxG Conference re-envisions practice management for younger advisors by offering an educational, success-driven event designed specifically for an earlier stage in their careers.
The NxG Conference provides a much-needed educational stepping stone for young advisors’ career paths in the financial services industry. Read more on page 89...Read More
August 07, 2019 | Media Mentions
Advisors today are being challenged like never before to differentiate themselves from competitors by offering unique value propositions. With technology evolving, client expectations expanding and product offerings looking more alike across firms, it’s increasingly critical for advisors to capitalize on every opportunity to strengthen and deepen relationships with existing clients while adding capabilities that will appeal to new ones. One such opportunity may be right under advisors’ noses due to significant demographic shifts that are adding years or even decades to clients’ post-career lives — and fundamentally changing the nature of retirement.Read More
August 06, 2019 | Media Mentions
With 728 female reps, Securities America ranks second in terms of percentage of producing reps who are women.Read More
August 01, 2019 | Announcements
Securities America and Arbor Point Advisors is pleased to welcome Nikki Lude. The Woodsfield, Ohio financial advisor brings total client assets of $44 million and is joining Commonwealth Financial Services in Wheeling, West Virginia.Read More